Must sign in to both Microsoft Dynamics 365 and SharePoint to be able to view the document grid.

Only need to sign in to Dynamics 365.

List component

Must download list component and upload directly to SharePoint site before connecting site to Dynamics 365.

No list component required.

Support lifecycle

This approach relies on the sandboxed solutions functionality on SharePoint. SharePoint plans to deprecate this functionality. If the sandboxed functionality isn’t available for a SharePoint site, this integration won’t work.

This approach relies on server-to-server authentication and won’t be affected by the deprecation of the sandboxed solutions functionality in SharePoint.

Does not include the SharePoint commands listed in the client-based integration column.

Custom content types

Can create new custom content types.

Can’t create new custom content types.

Previously created custom content types can still be viewed and edited but to create a new custom content type you’ll need to create it directly in SharePoint using Open SharePoint.

Absolute URLs

Supported

Unsupported

Users moving from the client-based approach to the server-based approach need to convert their absolute URLs to relative URLs. This will only work if the absolute URL provided is in a SharePoint site valid for server-based SharePoint integration.

Folder navigation

Users can create SharePoint folders while in Dynamics 365. Folders are displayed in a grid that users can navigate through.

All documents under subfolders are displayed in the Dynamics 365 grid. Relative URLs are displayed to show users where the document is located relative to the parent folder. SharePoint document views can be customized so users see only documents in a specific folder or subfolder.

Resource Throttling

Doesn’t apply.

A document library with 5000 or more documents might experience resource throttling.

If you have more than 5000 documents in your document library, you can view the documents in the default grid view. However, if you sort on columns other than the default sorted column, you might see an error indicating that the throttling limit has been exceeded. This resource throttling can affect other features. For example, Microsoft OneNote integration will not work when the SharePoint Server site has 5000 or more documents.